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Vanguard Small-Cap ETF shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.8M 25k 189.07
2023-06-30 $4.8M 24k 198.89
2023-03-31 $3.6M 19k 189.56
2022-12-31 $2.8M 15k 183.54
2022-09-30 $2.5M 15k 170.91
2022-06-30 $2.6M 15k 176.11
2022-03-31 $2.9M 15k 195.04
2021-12-31 $3.7M 16k 226.01
2021-09-30 $3.5M 16k 218.66
2021-06-30 $3.5M 15k 225.29
2021-03-31 $3.3M 16k 214.06
2020-12-31 $3.0M 15k 194.71
2012-03-31 $3.3M 16k 214.06